January 2014

Living Apart Together

Today, my husband of almost seven years is packing to move out. We loved it when we lived in different states and saw each other two weeks a month.  Living together full time with two dogs, four cats that don’t get along and an ever-starving teenage son has literally put us in different states – […]

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What Should Fund Investors Do With Style Boxes? Use Them!

Background Several years ago, Morningstar’s Don Phillips invented what is called a style box, now widely used by the investment community to categorize mutual funds according to investment characteristics of their portfolios. Fund categorization allows investors to diversify the asset-allocation of their portfolios by choosing a selection of funds according to varying degrees of risk

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